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Kristin McCarthy

SVP | Client Management

Kristin McCarthy is the Senior Vice President of Client Management at Aspire Financial Services, overseeing both Client Management and Customer Service. Kristin’s focus has been to implement a more cohesive client engagement model designed to provide a consultative and superior client experience. Kristin also assists in the development of business strategies including the evaluation of operational needs and requirements for new product and service offerings.

Kristin brings over 16 years of third-party administration, consulting and business development experience to Aspire. Kristin’s knowledge and experience designing, implementing and servicing clients further leverages Aspire’s ability to deliver an overall exceptional client experience. Kristin joined Aspire as Key Account Executive in 2013 and became the Director of Key Accounts in 2014.

Previously, Kristin served as Retirement Plan Services Consultant for Gilliam Coble & Moser, LLP, where she was responsible for managing a team of plan administrators, bolstering relationships with third-party service providers and developing new business. Prior to this role, Kristin joined the firm as a Retirement Plan Administrator responsible for conducting annual administration and compliance testing as well as developing and implementing tools and processes to improve efficiency and accuracy of operations.

Kristin received her BS in Finance from Virginia Polytechnic Institute and State University and her MBA from Elon University.

Kristin is a member of the American Society of Pension Professionals & Actuaries (ASPPA) and currently serves on the United Way Grant Review Priority Team. Previously, Kristin served on Elon University’s MBA Board of Advisors and was an active member and Treasurer for the Alamance County Service League.